Who can do what on Planning
| Admin | Planner | Operator | Viewer | Vendor | |
|---|---|---|---|---|---|
| See the Planning tab | Yes | Yes | No | Yes | No |
| Re-plan, reschedule forward, expedite, hold and release, batch complete | Yes | Yes | No | No | No |
| Create a work order, sync an order from OrderTime | Yes | Yes | No | No | No |
| Record date sent, receive into OrderTime | Yes | Yes | No | No | No |
| Sales order, PO and shortage notes, production change decisions | Yes | Yes | No | No | No |
| Vendor notes on a PO | Yes | No | No | No | Yes, in the vendor portal |
FAQ
I'm an operator. Where is Planning? Operators work from the Shop Floor — Planning is for planners, admins and viewers.
I'm a viewer. Why didn't my change save? Viewers can see everything on Planning but can't change it. A few buttons still show for viewers, and the change is refused when they use them.
F-0230 · checked against the live app